Filed: 2/11/2025ACC: 0001276918-25-000002
📋 What this filing means
ZEVENBERGEN CAPITAL INVESTMENTS LLC filed this quarterly 13F‑HR report disclosing 101 equity positions with a total reported market value of $4.91B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
101
Positions
$4.91B
Total AUM (reported)
30.73M
Total Shares
Allocation by class
COM$4.91B100.0%
Portfolio Concentration
Top 3$1.12B22.8%
4–10$1.55B31.6%
11–25$1.38B28.1%
Rest$861.85M17.6%
Top 3 weight
22.8%
Top 10 weight
54.3%
Voting Authority Distribution
Total shares with voting rights: 30.73M
Sole
Full voting authority
21.40M
shares
% of voting shares69.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
9.34M
shares
% of voting shares30.4%
Investment Discretion (by position count)
Sole94
Shared0
Other7
Dominant voting typeSole · 69.6% of voting shares
Institutional Holdings101
Rows:
NVIDIA Corporation
SOLEShares3.13M
TypeSH
Market value$419.97M
8.56%
Sole
2.29M
Shared
0.00
None
837.73K
Tesla, Inc.
SOLEShares1.03M
TypeSH
Market value$417.44M
8.51%
Sole
713.81K
Shared
0.00
None
319.86K
Shopify Inc.
SOLEShares2.62M
TypeSH
Market value$278.78M
5.68%
Sole
1.79M
Shared
0.00
None
827.65K
Amazon.com, Inc.
SOLEShares1.25M
TypeSH
Market value$273.36M
5.57%
Sole
865.26K
Shared
0.00
None
380.76K
Axon Enterprise, Inc.
SOLEShares423.24K
TypeSH
Market value$251.54M
5.13%
Sole
276.19K
Shared
0.00
None
147.04K
Meta Platforms, Inc.
SOLEShares421.45K
TypeSH
Market value$246.76M
5.03%
Sole
331.64K
Shared
0.00
None
89.81K
The Trade Desk, Inc.
SOLEShares2.09M
TypeSH
Market value$245.80M
5.01%
Sole
1.36M
Shared
0.00
None
728.10K
MercadoLibre, Inc.
SOLEShares127.69K
TypeSH
Market value$217.13M
4.43%
Sole
83.48K
Shared
0.00
None
44.21K
ServiceNow, Inc.
SOLEShares164.47K
TypeSH
Market value$174.36M
3.55%
Sole
121.05K
Shared
0.00
None
43.42K
Microsoft Corporation
SOLEShares331.40K
TypeSH
Market value$139.69M
2.85%
Sole
330.28K
Shared
0.00
None
1.12K
Advanced Micro Devices, Inc.
SOLEShares1.04M
TypeSH
Market value$126.10M
2.57%
Sole
751.04K
Shared
0.00
None
292.96K
Alphabet Inc. Class C
SOLEShares659.75K
TypeSH
Market value$125.64M
2.56%
Sole
659.75K
Shared
0.00
None
0.00
Netflix, Inc.
SOLEShares140.09K
TypeSH
Market value$124.87M
2.55%
Sole
87.12K
Shared
0.00
None
52.97K
Apple Inc.
SOLEShares488.80K
TypeSH
Market value$122.40M
2.50%
Sole
486.87K
Shared
0.00
None
1.93K
CrowdStrike Holdings, Inc.
SOLEShares296.34K
TypeSH
Market value$101.40M
2.07%
Sole
197.09K
Shared
0.00
None
99.25K
Uber Technologies, Inc.
SOLEShares1.65M
TypeSH
Market value$99.73M
2.03%
Sole
995.75K
Shared
0.00
None
657.66K
Palo Alto Networks, Inc.
SOLEShares500.51K
TypeSH
Market value$91.07M
1.86%
Sole
369.71K
Shared
0.00
None
130.80K
Broadcom Inc.
SOLEShares370.45K
TypeSH
Market value$85.89M
1.75%
Sole
370.45K
Shared
0.00
None
0.00
Toast, Inc.
SOLEShares2.20M
TypeSH
Market value$80.29M
1.64%
Sole
1.45M
Shared
0.00
None
756.17K
e.l.f. Beauty, Inc.
SOLEShares620.73K
TypeSH
Market value$77.93M
1.59%
Sole
364.28K
Shared
0.00
None
256.45K
Exact Sciences Corporation
SOLEShares1.38M
TypeSH
Market value$77.32M
1.58%
Sole
794.80K
Shared
0.00
None
581.25K
Spotify Technology S.A.
SOLEShares165.33K
TypeSH
Market value$73.97M
1.51%
Sole
108.03K
Shared
0.00
None
57.30K
Natera, Inc.
SOLEShares440.21K
TypeSH
Market value$69.69M
1.42%
Sole
246.86K
Shared
0.00
None
193.35K
Zillow Group, Inc. Class C
SOLEShares875.22K
TypeSH
Market value$64.81M
1.32%
Sole
494.52K
Shared
0.00
None
380.70K
Arm Holdings Plc
SOLEShares470.53K
TypeSH
Market value$58.04M
1.18%
Sole
344.66K
Shared
0.00
None
125.88K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CorporationSOLE | COM | 3.13M | SH | $419.97M 8.56% | 2.29M | 0.00 | 837.73K |
Tesla, Inc.SOLE | COM | 1.03M | SH | $417.44M 8.51% | 713.81K | 0.00 | 319.86K |
Shopify Inc.SOLE | COM | 2.62M | SH | $278.78M 5.68% | 1.79M | 0.00 | 827.65K |
Amazon.com, Inc.SOLE | COM | 1.25M | SH | $273.36M 5.57% | 865.26K | 0.00 | 380.76K |
Axon Enterprise, Inc.SOLE | COM | 423.24K | SH | $251.54M 5.13% | 276.19K | 0.00 | 147.04K |
Meta Platforms, Inc.SOLE | COM | 421.45K | SH | $246.76M 5.03% | 331.64K | 0.00 | 89.81K |
The Trade Desk, Inc.SOLE | COM | 2.09M | SH | $245.80M 5.01% | 1.36M | 0.00 | 728.10K |
MercadoLibre, Inc.SOLE | COM | 127.69K | SH | $217.13M 4.43% | 83.48K | 0.00 | 44.21K |
ServiceNow, Inc.SOLE | COM | 164.47K | SH | $174.36M 3.55% | 121.05K | 0.00 | 43.42K |
Microsoft CorporationSOLE | COM | 331.40K | SH | $139.69M 2.85% | 330.28K | 0.00 | 1.12K |
Advanced Micro Devices, Inc.SOLE | COM | 1.04M | SH | $126.10M 2.57% | 751.04K | 0.00 | 292.96K |
Alphabet Inc. Class CSOLE | COM | 659.75K | SH | $125.64M 2.56% | 659.75K | 0.00 | 0.00 |
Netflix, Inc.SOLE | COM | 140.09K | SH | $124.87M 2.55% | 87.12K | 0.00 | 52.97K |
Apple Inc.SOLE | COM | 488.80K | SH | $122.40M 2.50% | 486.87K | 0.00 | 1.93K |
CrowdStrike Holdings, Inc.SOLE | COM | 296.34K | SH | $101.40M 2.07% | 197.09K | 0.00 | 99.25K |
Uber Technologies, Inc.SOLE | COM | 1.65M | SH | $99.73M 2.03% | 995.75K | 0.00 | 657.66K |
Palo Alto Networks, Inc.SOLE | COM | 500.51K | SH | $91.07M 1.86% | 369.71K | 0.00 | 130.80K |
Broadcom Inc.SOLE | COM | 370.45K | SH | $85.89M 1.75% | 370.45K | 0.00 | 0.00 |
Toast, Inc.SOLE | COM | 2.20M | SH | $80.29M 1.64% | 1.45M | 0.00 | 756.17K |
e.l.f. Beauty, Inc.SOLE | COM | 620.73K | SH | $77.93M 1.59% | 364.28K | 0.00 | 256.45K |
Exact Sciences CorporationSOLE | COM | 1.38M | SH | $77.32M 1.58% | 794.80K | 0.00 | 581.25K |
Spotify Technology S.A.SOLE | COM | 165.33K | SH | $73.97M 1.51% | 108.03K | 0.00 | 57.30K |
Natera, Inc.SOLE | COM | 440.21K | SH | $69.69M 1.42% | 246.86K | 0.00 | 193.35K |
Zillow Group, Inc. Class CSOLE | COM | 875.22K | SH | $64.81M 1.32% | 494.52K | 0.00 | 380.70K |
Arm Holdings PlcSOLE | COM | 470.53K | SH | $58.04M 1.18% | 344.66K | 0.00 | 125.88K |
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